Use the Co-Planners page to determine the co-planner for the assessors. For co-planners, whatever positions are included in the assessor's task also appear for the co-planner when viewing the task. Adding and allowing co-planners is optional. Default co-planners are assigned to each task on a nightly basis, but the assignment is a one-time assignment; if new users are added to the task after the initial assignment, default co-planners are not assigned to the newly added users.
Allow assessors to add or remove co-planners within their tasks
To enable assessors within the task to add or remove co-planners, select the Allow assessors to add or remove co-planners within their tasks option.
Allow assessors to assign specific assessees to each co-planner
To assign specific assesses to each co-planner, select the Allow assessors to assign specific assessees to each co-planner option.
Note: If co-planners are enabled for the task, be aware that co-planners must have the Succession - Succession User Search permission in order to search for and add potential successors.
Adding co-planners is optional.
To add a co-planner:
Click the plus icon next to Default Co-Planners. The Add-Co-Planner pop-up opens.Default co-planners are automatically set as co-planners based on availability, regardless of whether or not the assessors are able to select their own co-planners.
Click the Co-Planner field to select specific co-planners.
Click the Availability drop-down to set the availability for the co-planner by OU. The selected co-planner is set as the co-planner for all assessors within the corresponding availability.
- Click to return to the previous page.
- Click See Employee Relationship Task - Create - Step 5 - Confirm. to proceed to the Confirm page.